Screener
CGDV vs LVHI
Capital Group Dividend Value ETF vs Franklin International Low Volatility High Dividend Index ETF
Key differences
- CGDV costs 0.07% less per year.
- CGDV is significantly larger than LVHI — larger funds tend to be more liquid and less likely to close.
- CGDV covers north america markets; LVHI covers global ex us.
- CGDV follows a active selection strategy; LVHI uses index tracking.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- LVHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | LVHI | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.40% |
| Fund size (AUM) | $33.0B | $4.8B |
| Since | 2022 | 2016 |
| Dividend yield | 1.23% | 3.71% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +33.0% | +32.5% |
| CAGR 3Y | +25.7% | +21.8% |
| CAGR 5Y | N/A | +16.5% |
| Sharpe 3Y | 1.49 | 1.55 |
| Volatility 1Y | 11.75% | 9.41% |
| Max drawdown | -21.81% | -32.31% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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